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Create job agreements and PDFs from form submissions

Create job agreements and PDFs from form submissions

Your intake form submissions need manual assembly of agreements and scopes, delaying project handoff. It creates agreement and scope PDFs for client review, enabling same-day client sends.

Create job agreements and PDFs from form submissions

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Overview

Manual agreement assembly delays project starts and wastes admin time; this flow turns intake form responses into complete agreement and scope PDFs automatically. Your project coordinators receive ready-to-send documents and clients get review-ready PDFs the same day, accelerating approvals.

Create job agreements and PDFs from form submissions